Parishioner Relationship Management (PRM Notes)
Parishioner Relationship Manager is an area to record notes for a Member on various topics like emails or letters sent, former Committee assignments, services offered. This can only be seen by the parish who entered the note.
PRM is essentially a place to make a note on a member (at the member level) or for a family (at the family level). At the family level the note is viewable...
Wed, 22 Jun, 2022 at 4:29 PM
See gbdioc.freshdesk.com for PRM Notes - Entry & Reports (Parishioner Relationship Mgmt) for a general resource on entering PRM notes and the avail...
Wed, 12 Oct, 2022 at 10:11 AM